Bank of Montreal
BERY

Bank of Montreal’s Berry Global Group, Inc. BERY Stock Holding History

Bank of Montreal’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-43,560
Closed -$2.17M – 5400
2020
Q4 		$2.17M Hold
43,560
– – ﹤0.01% 1786
2020
Q3 		$2M Buy
+43,560
New +$2M ﹤0.01% 1658
2020
Q1 		– Sell
-92,565
Closed -$4.04M – 4815
2019
Q4 		$4.04M Buy
+92,565
New +$3.67M ﹤0.01% 1474

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's BERY Position: Q2 2025 in Review

Bank of Montreal sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 181,884 shares — an estimated $12.7M sold.

Bank of Montreal first reported a position in BERY in Q3 2013 and held it in 47 quarters. The position peaked at $220M in Q3 2017. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Bank of Montreal reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 181,884 Berry Global Group, Inc. shares in Q2 2025, an estimated $12.7M.
  • Bank of Montreal first reported a position in Berry Global Group, Inc. in Q3 2013 and held it in 47 quarters.
  • Bank of Montreal's Berry Global Group, Inc. position peaked at $220M in Q3 2017.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.